ISHARES TR

Ticker: AOA CUSIP: 464289859 Class: CORE 80/20 AGGRE

EP Wealth Advisors, LLC's Holding History (CIK: 0001540569)

Note: Option positions (PUT/CALL) are excluded.

Q2 2025
Shares 3,015 Value ($000) $251 Avg Close — Range —
Q1 2025
Shares 2,976 Value ($000) $228 Avg Close — Range —
Q4 2024
Shares 2,976 Value ($000) $228 Avg Close — Range —
Q3 2024
Shares 2,938 Value ($000) $232 Avg Close — Range —
Q2 2024
Shares 2,917 Value ($000) $218 Avg Close — Range —
Q1 2024
Shares 2,909 Value ($000) $214 Avg Close — Range —
Q4 2023
Shares 2,908 Value ($000) $201 Avg Close — Range —
Q3 2023
Shares 2,872 Value ($000) $182 Avg Close — Range —